Proactively contact, manage and develop an assigned, existing high net worth/ affluent client relationship practice. Primary goals are to deepen relationships, retain assets, drive cross-sell and asset consolidation opportunities. Our Private Client Investment Consultant (PCIC) associates follow a consultative dialogue approach to better understand each client’s goals, needs, objectives, investment preferences and desired level of involvement for investing / managing their portfolio. Successful candidates will be able to deliver high-value and a personalized client experience by creating awareness of needs and matching them with relevant services, platforms, education, products and offerings that help drive loyalty, retention and improved overall satisfaction. PCIC associates will need to be able to leverage planning and analytical tools to present high value solutions across a wide spectrum of client needs and preferences, spanning self-directed to full delegator investor types.

Responsible for growing an assigned practice of affluent clients through identifying value added products, services and solutions. Identify and consolidate client assets held outside of TD Ameritrade and develop additional business through client referrals

Provide clients with a stronger bias for guidance with more frequent portfolio consultations, goal planning recommendations and introduction to specialized income teams dealing with annuities and fixed income solutions

Ability to partner within and across the organization to extend meaningful client value and overall service experience as measured through current company evaluation metrics

Adheres to all compliance/risk procedures, follows corporate and industry protocols and acts in a manner which protects the interests of the client and TD Ameritrade at all times

Demonstrates proficiency in learning/utilization of the Salesforce contact management system, Money Guide Pro. Microsoft office suite and other internal systems. Is committed to the integrity and accuracy of all client information and data

Strong track record in generating sales and a broad background in retirement products, general investment matters and applicable tax and estate planning issues

Demonstrated experience with consultative sales techniques and experience in diagnosing affluent client financial situations and personal circumstances in order to propose appropriate solutions that secure client confidence and expanded business

Health insurance licenses preferred (obtaining these licenses will be a requirement within 60 days of hire)

FINRA Series 7, 66 (or equivalents)

4 year college degree preferred

Military education or experience may be considered in lieu of civilian requirements listed

Internal Number: 2017-12604

About TD Ameritrade

A leader in brokerage and investment services for over 35 years, TD Ameritrade offers a full spectrum of powerful solutions and innovative tools for trading and investing. We're constantly expanding our knowledge and bolstering our capabilities, from a leading active trader program to intuitive long-term investment solutions and a national branch system. Combined with some of the industry's brightest minds, there's no limit to how big our accomplishments can be.From first-time investors to sophisticated traders, TD Ameritrade is focused on helping individuals seek out their financial goals. And you're the ambassador to all that we do. Beginning with our trading platform and proprietary technology to our resolve to outperform, you'll maintain the high level of quality and integrity we're known for, each and every day. With the right opportunity, there's no limit to what you can accomplish.As a leading employer in financial services, we believe in building strong relationships, achieving quality results and working with integrity. It's at the heart of everything we do. That's why we provide you with comprehensive training, benefits and programs that inspire you to achieve more every ...day. Apply to a TD Ameritrade job today and help our clients pursue their dreams, while you fulfill yours.

Show more

Show less

BACK TO TOP

Help is on the way!

We're sorry you are having trouble applying for this job.

Please try loading this job using the following link before submitting your help request:

Name:Email:

Please provide details:

Error

Powered By

Formed in 1974, the Independent Bankers Association of Texas (IBAT) represents Texas community banks. The Austin-based group is the largest state community banking organization in the nation, with membership comprised of more than 2,000 banks and branches in 700 Texas communities. Providing safe and responsible financial services to all Texans, IBAT member bank assets range in size from $10 million to $20 billion with combined assets statewide of nearly $165 billion. IBAT member banks are committed to supporting and investing in their local communities.